See which stocks are pulling investors into the conversation, what the crowd is saying, and whether the attention is broad or concentrated.
Top stocks by X chatter · rolling 1-day window
Galaxy Digital reportedly posted $323M net income and $455M adjusted EBITDA, with data center EBITDA up 498% QoQ. The company also highlighted a 5.7 GW power pipeline and raised 2027 rent guidance to $800M-$850M.
Research →Oracle reportedly announced partnerships to bring Google TPUs, Cerebras inference chips, and SambaNova processors to its cloud infrastructure starting in 2027, while expanding Nvidia Vera Rubin superclusters to multi-gigawatt scale.
Research →NVIDIA reportedly invests $3 billion in Meta’s record equity raise while expanding their AI partnership to include Vera Rubin systems and standalone Vera CPUs for AI agents.
Research →Alphabet reports earnings Oct 28 with cloud growth and AI monetization in focus. Oracle announced it will offer Google's custom TPU chips on its cloud infrastructure starting in 2027.
Research →SpaceX reportedly signed a $40 billion equipment-finance lease with Apollo to acquire Nvidia GPUs, signaling massive capital expenditure for AI compute. This move reportedly positions the company to scale its data center operations significantly, with analysts noting potential upside to RAN assumptions.
Research →Nebius reportedly surged 10% following a new 50MW data center agreement and news that its acquired subsidiary Tavily reached 3 million developers. The stock is reportedly trading near $170, supported by positive gamma levels.
Research →Alphabet reports earnings tomorrow, reportedly drawing attention from OpenAI's plans to buy Google's AI chips and Oracle's expansion to offer Google TPUs on its cloud infrastructure.
Research →Amazon reports Q3 results Thursday, with analysts reportedly modeling AWS revenue growth of approximately 40% YoY, ahead of consensus. UBS raised its price target to $348, citing AI infrastructure demand and cloud acceleration.
Research →IREN reportedly rallied after Anthropic’s S-1 filing revealed hundreds of billions in committed compute spending, reinforcing demand for AI infrastructure providers. The stock also reportedly benefited from reports of additional power capacity allocation at its Mackenzie site.
Research →Rosenblatt lifted its Palantir price target to $260 from $225, citing strong enterprise AI growth and expectations for a Q3 earnings beat. Analysts reportedly estimate a total addressable market an order of magnitude larger than prior forecasts.
Research →Goldman Sachs reportedly served as lead underwriter for Meta's $95B stock raise, structured SpaceX's $40B financing, and is Anthropic's IPO bookrunner. The firm is reportedly central to $210B+ in AI-related capital formation.
Research →UBS reportedly raised its price target for DigitalOcean to $165 from $125, maintaining a Neutral rating. This analyst action coincides with emerging narratives regarding the company's AI inference growth and valuation relative to peers.
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